CAD-CAPTUREthe data management experts

Engineering 2D/3D Drawing Management with SharePoint

Chris Clark (a.k.a. Simon Weekley – Concerta)

Agenda

• Objectives

• Cad-Capture Overview

• CaptureVue Overview

• CaptureVue for SharePoint Demonstration

• Approvals (SharePoint Workflow) Demonstration

• Questions

Today's Objectives

Show how you can:

• Use SharePoint to manage engineering drawings

and any other controlled documents.

• View and compare multiple forms of drawings within

a SharePoint environment quickly and securelya SharePoint environment quickly and securely

• Capture annotations / markups, approvals, update

requests on documentation and facilitate changes

needed in a SharePoint-managed system

• Use SharePoint as an integral part of a controlled

document approval process.

Cad-Capture

• Experts in the capture, control and collaboration of technical

documents and data for over 20 years

• Cross Vertical Industry experience

• Oracle Development Partner (AutoVue / OEM)

• Microsoft partner

• Open Text partner

• Autodesk & Bentley Microstation partner

CaptureVue – Proven Technology

• 23 Years as a proven Visual Technology Leader /Leader in Complex File formats

• 20K+ customers and over 600K licenses deployed

• Calgary Customers:

• Talisman Energy

• Suncor

• Encana

• PennWest

• City of Calgary

CaptureVue - Enterprise Visualization

• View, access & share over 450+ document types

• No authoring tools /conversion required

• Add digital annotations, red-lining, and comments

View and Collaborate on Engineering & Business Documents

• Print & batch print documents

• Access documents online and offline

• Collaborate in real-time via the Web

• Integrate into content management, PLM or enterprise applications

• Maintain data security, governance, & compliance

Contracts, Documents, RFIs,....

Floorplans, 2D Specs@3D Models, Assemblies@

TIFF, JPEG, ....

2D CAD & Office Viewing

Various zoom levels

• Navigate large files and zero-in on specific points of

interest

Search text

• Quickly locate specific information in documents,

even in multi-page CAD files

Precise 2D measurements

• Minimize engineering disruption with self service • Minimize engineering disruption with self service

access to measurements

2D Compare

• Improve review processes by easily identifying what

has changed between revisions

Annotations/Markups

• Add digital comments and easily communicate

feedback for improved communication

Keep Records for Compliance

• Save annotations into TIFF/PDF files

3D CAD Visualization

3D Walkthrough• Perform detailed reviews of facilities from within

& explore buildings and structures in a more natural way

Explode / Cross Section• Create unobstructed views of complex 3D

models for improved visibility

3D Compare• Verify the full extent of design changes & • Verify the full extent of design changes &

minimize errors in production

3D Measurement• Reliably manufacture directly from designs

3D Digital Mockups• Assemble files from different CAD systems

together

Interference and Clearance Checking• Reduce production errors & minimize rework by

detecting problems early

Streamline Design Reviews

Review changes between documents• Compare 2D and

3D drawings

CaptureVue for Sharepoint demonstration

CaptureVue – 3D Walkthrough

3D Walkthrough• Perform detailed reviews of facilities from within & explore buildings and

structures in a more natural way

Explode / Cross Section• Create unobstructed views of complex 3D models for improved visibility

Interference and Clearance Checking• Reduce production errors & minimize rework by detecting problems early

Saved Views• Easy reference points.

� Walkthrough

Real-Time Collaboration

Geographically Dispersed Project Teams• Head Office / Field Office / Partners / EPCMs

Multiple Participants• Common view of subject matter

• Common view of markups / annotations

Review Control Options• Main “coordinator”

• Give control to others

Offline review / consolidation• Offline review / consolidation

Audit Trail

� Collaboration

Hot Spots

Pattern-Based Initiation of Actions, e.g.

• Link to other documents

• Highlight same text

• Lookup related data from other systems

• Plant maintenance schedule

• Many other applications

� Hotspots

Integration with SharePoint Workflow - Scenario

� CadCap Consulting Engineers have been engaged by Watts Housing to design a housing development.

� CadCap Consulting has completed the initial design, and passed it back to Watts Housing for review. The output of the review process is a PDF with a comments page attached so CadCap Consulting Engineers can make the required changes.

� Watts Housing has an Interior Designer (Nick) and Structural Engineer (Paul) who review the drawing, before passing onto the Project Lead Engineer (Chris) for approval.approval.

� Nick and Paul both make their suggested changes and comments by marking up the drawing.

� Chris then has the task of incorporating or ignoring each of those comments.

� The final set of accepted changes are captured in a PDF, which is checked in to SharePoint, and sent back to CadCap Consulting to make the required changes.

� The combination of CaptureVue and SharePoint workflow provides a fully-auditable history of what changes were made, by whom, and when.

Document Review / Approval Process

Review Started

Interior Design Review

Structural Review

Collate reviews and Approve comments

Produce Approval PDF including comments and

appendix

Interior Design Review

Interior Design Review (reviewer = Nick)

� User Nick selects Interior Design Review task in SharePoint, checks task comments and opens the drawing in CaptureVue

� Use of the Open/Create mark-up button which creates a mark-up for the user, or opens the user’s mark-up if it already exists

� ... allocating a unique colour so all users have a different colour mark-up

� Add line entity for separating wall, showing how a note is automatically associated with mark-up entities so user can add detailed review comments.

� Add cloud for skylight removal, with automatically associated comment.� Add cloud for skylight removal, with automatically associated comment.

� Add cloud suggesting more windows, with automatically associated comment. Comments can be moved for clarity.

� Save the mark-up with name (based on user and workflow task) automatically assigned for ease-of-use and clarity.

1. Interior Design Review

2. Structural Review

3. Review Collation

4. Output of Review Process

Structural Review

Structural Review (reviewer = Paul)

� User Paul selects Structural Review task in SharePoint.

� Red-light bulb indicates review comments are present.

� Use the Open/Create mark-up button which creates a mark-up for the user, or opens the user’s mark-up if it already exists

� ... and also loads all other review comments

� ... and allocates a unique colour so all users have a different colour mark-up

� Add freestyle line for conservatory changes, showing how a note is automatically associated with mark-up entities so user can add detailed review comments.associated with mark-up entities so user can add detailed review comments.

� Add highlight, with automatically associated comment.

� Save the mark-up with name (based on user and workflow task) automatically assigned for ease-of-use and clarity.

1. Interior Design Review

2. Structural Review

3. Review Collation

4. Output of Review Process

Review Collation

Review Collation (collator = Chris)

� User Chris selects Collation task in SharePoint.

� When drawing is opened, all existing mark-ups are automatically collated into the collation mark-up, with all entities placed on the ‘Unapproved’ layer.

� The Collator reviews the various comments, and can Reject (adding a reason –which can be emailed to the reviewer for discussion), or Approve comments.

� The Unapproved, Approved and Rejected layers are different colours so easily distinguished.

� CaptureVue “Filter Markup Visibility” can be used to make it easier to process the � CaptureVue “Filter Markup Visibility” can be used to make it easier to process the review comments.

� Collator can also add their own entities, with automatically associated comment.

� Save the mark-up with name (based on user and workflow task) automatically assigned for ease-of-use and clarity.

1. Interior Design Review

2. Structural Review

3. Review Collation

4. Output of Review Process

Output of Review Process

Output of Review Process

� Automatic process to product PDF with approved comments uniquely numbered and detailed appendix.

� IDC PDF is added into workflow.

� Each Approved comment is uniquely sequentially numbered.

� The Appendix lists the page each comment has been added to – necessary for large Word and Excel documents, and the comments.

� The recipient can look at the comments by working through the appendix, moving to the required page, and easily seeing the large comment number.moving to the required page, and easily seeing the large comment number.

1. Interior Design Review

2. Structural Review

3. Review Collation

4. Output of Review Process

CaptureVue / SharePoint Workflow

Streamlining the Management of Change Process

� Use SharePoint workflow to manage the overall change process.

� Know which stage of the MOC process is active at any one time.

� Know the status of the drawing at any time.

� Easily see who has made which comments.

� Easily accept or reject each comment.

� Create a record (PDF) of the process and store that in SharePoint for reference.

Q & A